Bennett Jay Gordon, CFP<sup>&reg;</sup> - Financial Advisor

Bennett Jay Gordon, CFP®

CFA, CEPA

Registered Principal

MGR Wealth Management

2600 N. Military Trail, Suite 240
Boca Raton, FL 33431
FINANCIAL ADVISOR'S WEBSITE
(561) 918-1972 CONNECT WITH Bennett
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General

Bennett Gordon is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at MGR Wealth Management in Boca Raton, FL and the surrounding communities.

Financial Advisor Experience

Bennett has over 30 years of experience in the financial services industry. Before co-founding MGR Wealth Management, LLC. in 2024, Bennett worked for Wells Fargo Advisors for over 12 years. His experience has also included positions at Oppenheimer and Co., Inc., Charles Schwab, Merrill Lynch and as a member of multiple commodity exchanges. Bennett is committed to using a disciplined, planning based approach that emphasizes transparency and rigor to build trusting, life-long relationships with the families he is privileged to service. Bennett's mission is to help his clients attain their financial goals and prepare them for life's transitions, challenges, and opportunities. He does this using his considerable experience and education in financial services. A constant learner, Bennett graduated with a Bachelor’s Degree in English from Columbia University, has earned both the CFP® certification and the Chartered Financial Analyst Charter, as well as completing the requirements for a Master of Science in Personal Financial Planning and is a Certified Exit Planning Advisor. These designations and diplomas are awarded only to those that individuals who complete a rigorous course of study and who dedicate themselves to maintain their technical competency and who abide by a strict code of ethics. Bennett is one of the few practitioners in the country that has all these accomplishments.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 9, 10, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Financial Analyst (CFA)
  • Other - CEPA

Insurance Licenses

  • Life insurance: FL, TX, CA, MA, NY, NJ, PA
  • Health/disability insurance: FL, TX, CA, MA, NY, NJ, PA
  • Fixed annuities: FL, TX, CA, MA, NY, NJ, PA
  • Variable annuities: FL, TX, CA, MA, NY, NJ, PA

Broker-Dealer Affiliation

Wells Fargo Advisors Financial Network, LLC

Broker-Dealer Disclaimer

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. MGR Wealth Management, LLC is a separate entity from WFAFN. ©2025 Wells Fargo Advisors Financial Network, LLC. & ©2025 MGR Wealth Management. All rights reserved.
FINRA BrokerCheck

Financial Advisor's Specialties

Annuities, Asset Allocation, Estate Planning, Investment Management, Irregular Income, Mutual Funds, Life Planning, Stocks & Bonds, Succession Planning, Long-term Care, Nontraditional Households, Special Needs, Women's Finances

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